DC
Devin W. Choules
COPPELL ADVISORY SOLUTIONS LLC
Logan, UT 84321
Some features on this profile are disabled
CRD#: 5960686
DC
Professional summary
Devin Warren Choules is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Logan, Utah and TRIAD WEALTH PARTNERS, LLC located in St George, Utah.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Devin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CHOULES HOLDINGS LLC DBA CHOULES FINANCIAL; INVESTMENT-RELATED; LOGAN, UTAH; INSURANCE SALES FOR MULTIPLE CARRIERS; 07/2009, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-20, DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE. 2) THE SLICE; NOT-INVESTMENT RELATED; PRESTON, IDAHO; OWNER, PAYROLL TAXES; APPROXIMATE PER MONTH - 1 HOUR PER MONTH; PAYROLL AND TAXES.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Warren Choules's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 22, 2019 - Present
COPPELL ADVISORY SOLUTIONS LLC
Office #1: 95 W 100 S #106, Logan, UT 84321RIA
CRD#: 156549
Logan, UT
Current
November 5, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 1031 S Bluff Street Suite 20, St George, UT 84770Office #2: 491 N. Main Street, Logan, UT 84321Office #3: 49 W 300 N, Clearfield, UT 84015RIA
CRD#: 326523
St George, UT
Past
April 20, 2021 - August 11, 2021
VISIONARY WEALTH MANAGEMENT, LLC
RIA
CRD#: 311702
LOGAN, UT
Past
July 8, 2020 - August 23, 2021
GIBBS WEALTH MANAGEMENT, LLC
RIA
CRD#: 281621
LOGAN, UT
Past
November 18, 2011 - October 30, 2014
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
OREM, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(1/22/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
